Client Partner - Enterprise AI Transformation (Global Asset & Wealth Management)

Blend360 • San Mateo, CA

81d

About The Position

Blend360 is seeking a senior Client Partner to lead one of our most strategic, multi-year AI transformation engagements. The client is a global investment and wealth management leader entering a defining phase of its digital and AI transformation. With a clear mandate to modernize data infrastructure, reimagine client and advisor experiences, and unlock new sources of growth through applied intelligence, the firm is evolving from traditional asset management toward a more connected, insight-driven enterprise. As experimentation gives way to scaled adoption, the Client Partner will serve as a strategic advisor—shaping vision, aligning senior stakeholders, and orchestrating multi-disciplinary teams to deliver transformative, AI-powered business outcomes. The Client Partner will act as the CEO of the account – responsible for overall client success, strategic growth, and profitability. You’ll work directly with the Chief AI Officer, C-suite leaders, and innovation teams, leading a global delivery organization of approximately 40 professionals. You will partner with Blend’s Head of Financial Services and with the Delivery Lead for the account. This is a highly visible, board-level engagement with significant growth potential and long-term impact.

Requirements

• 15+ years in client-facing leadership roles in consulting, technology services, or digital transformation firms.
• Proven success leading $10M+ strategic accounts involving complex, multi-stakeholder AI or transformation initiatives.
• Experience within financial services, asset and wealth management, or innovation-led enterprises preferred.
• Demonstrated ability to translate emerging AI technologies into tangible business outcomes.
• Combination of consulting and client-side experience – able to empathize with enterprise pressures while driving measurable results.

Nice To Haves

• Executive presence and ability to influence at the C-suite level.
• Strong financial acumen and commercial fluency in managing P&L, deal economics, and account forecasts.
• Strategic thinker who balances delivery excellence, growth, and innovation.
• Skilled in stakeholder alignment, change management, and enterprise relationship building.
• Entrepreneurial mindset with a passion for AI, technology, and business transformation.
• Collaborative, outcome-driven, and deeply committed to client success.
• Deep understanding of the investment management ecosystem and how technology and AI are reshaping each link in the value chain.
• Ability to connect market forces like fee pressure, personalization, and data modernization to enterprise transformation priorities that drive growth and efficiency.
• Working knowledge of modern data architectures and practical AI applications across analytics, automation, and generative use cases.
• Track record helping financial institutions reimagine advisor and client experiences through digital engagement, intelligent automation, and data-driven insights.
• Comfortable leading complex, multi-year programs—balancing business strategy, technology enablement, and adoption at scale.
• Understanding of governance, compliance, and explainability requirements in regulated financial environments.
• Informed view of how leading global asset managers and fintech disruptors are deploying AI to differentiate, scale, and deepen client relationships.

Responsibilities

• Serve as the overall executive owner for the engagement – accountable for the client’s success, satisfaction, and Blend360’s P&L.
• Partner directly with the Chief AI Officer and senior business leaders to align on AI transformation goals, milestones, and outcomes.
• Translate the client’s AI strategy into actionable delivery roadmaps spanning applications, intelligent agents, and automation.
• Lead multi-year account planning and expansion across innovation, ventures, and portfolio entities.
• Own the commercial structure, profitability, and growth targets for the engagement.
• Drive disciplined financial management – pipeline health, deal economics, renewals, and revenue recognition.
• Lead renewal and expansion discussions tied to AI initiatives and emerging innovation programs.
• Operate as a trusted advisor to senior client stakeholders, connecting Blend360’s capabilities to strategic business priorities.
• Build and sustain C-level trust through strategic insight, transparent communication, and delivery excellence.
• Represent Blend360 at governance forums and steering committees, shaping the client’s enterprise AI agenda.
• Guide a globally distributed team of 40+ professionals delivering AI applications and agentic automation solutions.
• Ensure alignment between Blend360 delivery leads and the client’s AI and technology teams.
• Drive measurable business impact through delivery excellence, innovation velocity, and operational rigor.
• Maintain compliance and governance standards appropriate to a regulated financial environment.
• Identify and pursue opportunities for Blend360 to expand its footprint across the client’s ecosystem – including innovation, venture, and portfolio organizations.
• Position Blend360 as a strategic partner in shaping the client’s enterprise AI transformation roadmap.
• Bring forward-thinking ideas that showcase Blend360’s leadership in applied AI, agentic automation, and intelligent applications.

What This Job Offers

• Number of Employees: 1,001-5,000 employees